Carl Gravina, financial advisor Keene NH
96 score

Carl Gravina

CRD Number: 4460354
Current Firm: Steward Partners Investment Advisory, LLC

Carl Gravina (CRD# 4460354) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Keene, NH and has over 16 years of experience in the finance industry. Carl Gravina has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Monadnock Capital Group Keene, NH May 2017 - Current < 1
Raymond James Financial Services, Inc. Keene, NH Nov 2016 - Current 1
Steward Partner Invesment Advisory, LLC Keene, NH Nov 2016 - Current 1
Steward Partners Global Advisory, LLC Keene, NH Nov 2016 - Current 1
Wells Fargo Advisors LLC Keene, NH Jan 2008 - Nov 2016 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2001
S66 NASAA Uniform Combined State Law Examination Aug 2003
Contact Info for Carl J. Gravina
Phone Number: 212-364-0364
Registered State(s):
  • NH
By the Numbers
  • Total Assets Under Management
    3,513
    MILLIONS
  • Total Number of Accounts
    7,937
    ACCOUNTS
  • Average Account Value
    $442,621
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AL, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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